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Concurrent Investment Advisors, LLC: ICLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concurrent Investment Advisors, LLC on ICLO, newest first. How the timeline and the estimate are built.

Concurrent Investment Advisors, LLC held 291,375 ICLO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,375 shares
    Change vs previous 13F +5,453 shares

    0.06% of the 13F portfolio, value $7,453,385.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 285,922 shares
    Change vs previous 13F +198,509 shares

    0.08% of the 13F portfolio, value $7,293,875.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 87,413 shares
    Change vs previous 13F +42,674 shares

    0.03% of the 13F portfolio, value $2,233,382.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,739 shares
    Change vs previous 13F +21,390 shares

    0.02% of the 13F portfolio, value $1,145,763.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,349 shares
    Change vs previous 13F +5,899 shares

    0.01% of the 13F portfolio, value $596,810.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,450 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $444,797.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).